Custody Services

Over the years, your wealth has reached a certain scale and sophistication. It might be a good time to start taking advantage of our institutional-level global custody services. As your custodian, we can provide you with a safe, secure and segregated place to hold your assets—backed by the strength of J.P. Morgan’s balance sheet. You also get transparent, centralized securities valuation. It’s all coordinated and delivered by a team of custody professionals dedicated to your objectives across your entire J.P. Morgan relationship.

Benefits of Custody Services

Safety and Segregation

With a bank custodian, no portion of your securities are ever at risk. You will have a safe, secure and segregated place in which to hold your assets. J.P. Morgan adheres to strict requirements centered on custody and the safekeeping of client assets and does not lend or rehypothecate shares. 

Transparency

Have access to a single, consolidated view of all transactions related to your holdings and their value, as we continue to invest in ways to collect, consolidate, interpret and report your data in a secure and effective way.

Partnerships

We partner with your investment managers, principals and advisors in facilitating custody administration including reporting income, gain/loss, corporate actions, proxy voting, global trade processing and cash management.

Custody Services at J.P. Morgan

Protection from a global leader

With the help of J.P. Morgan's fortress balance sheet, your assets are safeguarded, whether they are held domestically or in segregated markets abroad. We continually review our custody services, both through an internal and external lens, to ensure we remain in alignment with evolving regulatory requirements and market conditions.

Streamlined products and services

A team of client service professionals will manage your full relationship with J.P. Morgan. In addition, you will have access to timely notifications of capital changes, memo posting of your direct alternative investments, our J.P. Morgan Wealth Management Online platform capabilities, deposit and cash management options and a separate service team to support 3rd party managers in the settlement of trades.

Reporting tailored to your needs

Securely collect, consolidate, analyze and report financial information from your accounts. From centralized and streamlined asset valuation, analysis and performance to customizable data via J.P. Morgan OnlineSM, J.P. Morgan provides robust and customizable reporting.

J.P. Morgan’s expansive custody offering empowers clients to leverage the entire firm in a meaningful way. Asset servicing, safety and service are the pillars of our business.

 

Additional Services

To learn more about our custody services, please contact our J.P. Morgan team.

Contact us to discuss how we can help you experience the full possibility of your wealth.

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LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.